Comprehensive Financial Planning


At Up Financial, we understand that every client is unique, so your financial plan should be too. We work closely with you to create a personalized strategy that helps you reach your goals, whether they’re in the next 10, 20, or 30+ years.

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Steven Theimer, CFP®, RRC® - Up Financial is a proud member of

Penticton & Wine Country Chamber of Commerce (BC)

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